RDWM

Red Door Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.07M
3
+$1.06M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$988K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$946K

Top Sells

1
+$1.09M
2
+$787K
3
+$735K
4
KMPR icon
Kemper
KMPR
+$694K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$319K

Sector Composition

1 Technology 15.88%
2 Financials 10.81%
3 Healthcare 9.04%
4 Consumer Discretionary 7.43%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$409K 0.16%
4,268
102
$392K 0.15%
+1,645
103
$382K 0.15%
+5,695
104
$380K 0.15%
3,957
+346
105
$377K 0.15%
+2,878
106
$374K 0.15%
2,744
107
$366K 0.14%
1,949
+72
108
$359K 0.14%
+4,915
109
$356K 0.14%
9,435
+435
110
$350K 0.14%
4,105
+99
111
$350K 0.14%
+5,069
112
$339K 0.13%
5,220
+400
113
$332K 0.13%
1,158
114
$328K 0.13%
1,975
+131
115
$328K 0.13%
+2,426
116
$315K 0.12%
+13,154
117
$304K 0.12%
2,214
118
$302K 0.12%
5,591
+1,114
119
$296K 0.12%
859
120
$294K 0.11%
+2,539
121
$294K 0.11%
3,255
+25
122
$292K 0.11%
3,068
+549
123
$286K 0.11%
4,899
+548
124
$285K 0.11%
+3,119
125
$282K 0.11%
+535
3 4
5
6 7